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Equity Research Report
China Macro Economy - Under the Microscope: Signs of stabilization emerging CMS (HK) Research 2025-10-28
长城汽车 (2333 HK) - 多因素拖累三季度利润,魏牌及出口指引乐观 梁勇活,殷浩程 2025-10-27
李宁 (2331 HK) - 复苏进程曲折,但曙光初现 黄铭谦 2025-10-27
美股市场周度更新 (2025/10/27) - 美国通胀可控,降息板上钉钉;战略性看多 宁铂,郭书音 2025-10-27
US Strategy Weekly (27 October 2025) - Maintain OVERWEIGHT on U.S. Equities with Controllable Inflation and Assured Rate Cut Ning Bo,Guo Shuyin 2025-10-27
Great Wall Motor (2333 HK) - Multiple factors weighed on 3Q25 profit, but WEY and export outlook remain upbeat Liang Yonghuo,Harrison, Yin Haocheng 2025-10-27
HK Strategy Weekly (27 October 2025) - 15th Five-Year Plan Surprises + US-China Easing + Fed Pivot: Dip-then-rebound for Hong Kong Equities Ning Bo,Guo Shuyin 2025-10-27
港股市场周度更新 (2025/10/27) - 十五五超预期+中美缓和+美联储宽松,预期港股由抑转扬 宁铂,郭书音 2025-10-27
Jinzai Food (003000 SZ) - Revenue growth recovered amid deepening channel reform CMS (HK) Research 2025-10-27
Li Ning (2331 HK) - A choppy turnaround, yet within sight Wong Ming Him, Joseph 2025-10-27
Global Pharmaceutical & Healthcare - Global health industry at a new inflection point: Emerging long-term resilience and building innovation momentum Chen Zhuhong, Jonah,Tan Zhen,Chen Hongdao, George 2025-10-24
全球医药、医疗行业 - 全球健康产业进入新拐点:长期韧性显现,创新动能积聚 陈铸鸿,谭震,陈泓道 2025-10-24
Strategy report - Fourth Plenary Session Takeaway: Advancing Economic Transformation to Move toward a Mid-level Developed Stage through a Balanced Focus on Supply and Demand Ning Bo,Guo Shuyin 2025-10-24
策略报告 - 二十届四中全会解读: 供给与需求并重,促进中国经济转型,迈向中等发达国家 宁铂,郭书音 2025-10-24
特斯拉(TSLA US) - 三季度业绩平淡,自动驾驶及机器人喜忧参半 梁勇活,殷浩程 2025-10-24
Tesla (TSLA US) - Plain 3Q result, mixed outlook for AD and humanoid robot Liang Yonghuo,Harrison, Yin Haocheng 2025-10-24
China Industry Sentiment Watch - China Sep retail sales growth narrowed; major machinery sales improved yoy CMS (HK) Research 2025-10-24
欧莱雅 (OREP FR) - 三季度销售环比加速,但仍低于预期 黄铭谦 2025-10-23
Economic Data Review (September 2025) - 3Q growth meets expectations CMS (HK) Research 2025-10-23
L’Oréal (OREP FR) - 3Q missed albeit sales sequentially accelerated Wong Ming Him, Joseph 2025-10-22
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